13F 申报指南13F 概念全攻略
什么是 SEC Form 13F 申报？美股机构大户持股全攻略
完整解读 Form 13F 申报规范、1 亿美元门槛与 45 天延迟申报机制，学会如何追踪顶级对冲基金与机构法人持仓动向。
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CIK: 0002099257
申报总市值
US$2.1亿
US$2.1亿
105 檔
35.0%
在 Q2 2026 申报期间，Arta Finance Wealth Management LLC（CIK: 0002099257）向美国 SEC 提交的 Form 13F 报告显示，其追踪之股票投资组合总市值达 US$2.1亿，共持有 105 个公开申报仓位。
在 Q2 2026，Arta Finance Wealth Management LLC 操作展现出积极扩展与加仓意向。本季共新建仓 15 个新仓位，并对 63 个既有持股进行加仓（合计增持 78 档），相较减仓与清仓仓位显著占优。
在资产配置集中度方面，Arta Finance Wealth Management LLC 的前 5 大核心持股（包含 VTI, BIL, USFR 等）合计占整体申报市值的 35.0%，反映机构在主要关键仓位上的权重分布。
本季最大新建仓标的
INTC
市值: US$47.7万
本季最大获利了结 / 清仓标的
NFLX
前期市值: US$31.5万
| # | 代码 | 标的名称 | 资产子类别 | 占比 | 占比变动 | 持仓量变化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 7.99% | +1.61% | +7.62% | |
| 2 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公债 | 6.73% | +0.19% | -9.31% | |
| 3 | USFR | Wisdomtree Floating Rate Tre | ETF-其他 | 6.30% | -0.76% | -6.55% | |
| 4 | XLP | Ss Consumer Staples Sel Sect | ETF-其他 | 5.44% | -0.23% | +6.95% | |
| 5 | SSO | Proshares Ultra S&p500 | ETF-其他 | 5.17% | +0.53% | -3.41% | |
| 6 | TFLO | Ishares Treasury Floating Ra | ETF-政府公债 | 4.67% | +1.00% | -5.53% | |
| 7 | AAPL | Apple Inc | 股票-科技 | 4.36% | -1.06% | +5.50% | |
| 8 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 4.27% | -1.84% | +23.25% | |
| 9 | XLV | Ss Health Care Select Sector | ETF-其他 | 3.88% | -0.71% | -2.21% | |
| 10 | META | Meta Platforms Inc-class A | 股票-通信服务 | 3.82% | -1.22% | +21.56% | |
| 11 | MSFT | Microsoft CORP | 股票-科技 | 3.80% | -1.13% | +21.27% | |
| 12 | AMZN | Amazon.com Inc | 股票-周期性消费 | 3.68% | -1.77% | +3.61% | |
| 13 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 3.01% | +0.56% | +8.28% | |
| 14 | BNDX | Vanguard Total Intl Bond ETF | ETF-其他 | 2.20% | +0.36% | +11.37% | |
| 15 | NVDA | Nvidia CORP | 股票-科技 | 2.15% | +0.37% | +13.60% | |
| 16 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-其他 | 1.97% | -0.07% | +14.96% | |
| 17 | TSLA | Tesla Inc | 股票-周期性消费 | 1.94% | +0.23% | +25.67% | |
| 18 | BND | Vanguard Total Bond Market | ETF-其他 | 1.79% | +0.33% | +12.23% | |
| 19 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 1.61% | +0.31% | +8.91% | |
| 20 | XLE | Ss Energy Select Sector | ETF-其他 | 1.28% | -0.05% | +35.14% | |
| 21 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.17% | +0.32% | +11.13% | |
| 22 | AMD | Advanced Micro Devices | 股票-科技 | 0.99% | +0.23% | -28.89% | |
| 23 | XLC | Ss Comm Select Sector Spdr | ETF-其他 | 0.94% | -0.37% | +30.51% | |
| 24 | MRVL | Marvell Technology Inc | 股票-科技 | 0.80% | +0.22% | -56.25% | |
| 25 | IAU | Ishares Gold Trust | ETF-避险与商品 | 0.77% | +0.12% | +1.76% | |
| 26 | SGOL | Abrdn Physical Gold Shares | ETF-避险与商品 | 0.75% | +0.12% | +2.26% | |
| 27 | SIVR | Abrdn Physical Silver Shares | ETF-避险与商品 | 0.74% | +0.10% | +4.78% | |
| 28 | ADBE | Adobe Inc | 股票-科技 | 0.69% | +0.14% | +61.95% | |
| 29 | CRM | Salesforce Inc | 股票-科技 | 0.69% | +0.12% | +47.16% | |
| 30 | ISRG | Intuitive Surgical Inc | 股票-医疗保健 | 0.64% | +0.26% | +67.08% | |
| 31 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 0.60% | +0.22% | +35.97% | |
| 32 | SYM | Symbotic Inc | 股票-工业 | 0.56% | +0.07% | +47.77% | |
| 33 | TWLO | Twilio Inc - A | 股票-科技 | 0.51% | +0.22% | -25.81% | |
| 34 | TIP | Ishares Tips Bond ETF | ETF-其他 | 0.51% | +0.06% | +7.11% | |
| 35 | BOTZ | Global X Robotics & Artifici | ETF-其他 | 0.50% | +0.13% | +11.44% | |
| 36 | AVGO | Broadcom Inc | 股票-科技 | 0.46% | -0.07% | +6.25% | |
| 37 | ORCL | Oracle CORP | 股票-科技 | 0.45% | -0.04% | -6.52% | |
| 38 | VCIT | Vanguard Int-term Corporate | ETF-投资级公司债 | 0.34% | +0.06% | +12.01% | |
| 39 | AMAT | Applied Materials Inc | 股票-科技 | 0.34% | -0.04% | +24.75% | |
| 40 | SCHP | Schwab U.s. Tips ETF | ETF-其他 | 0.33% | +0.05% | +9.98% | |
| 41 | LRCX | Lam Research CORP | 股票-科技 | 0.33% | -0.07% | +1.24% | |
| 42 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 0.33% | +0.05% | +23.99% | |
| 43 | XOM | Exxon Mobil CORP | 股票-能源 | 0.32% | -0.32% | EXIT | |
| 44 | MU | Micron Technology Inc | 股票-科技 | 0.29% | +0.02% | -4.15% | |
| 45 | JNK | Ss Spdr Bb High Yield Bond | ETF-非投资级债 | 0.28% | +0.03% | +0.42% | |
| 46 | CDNS | Cadence Design Sys Inc | 股票-科技 | 0.25% | +0.06% | +31.38% | |
| 47 | XLK | Ss Technology Select Sector | ETF-科技型 | 0.25% | +0.32% | +5.44% | |
| 48 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.25% | +0.05% | +6.18% | |
| 49 | CVX | Chevron CORP | 股票-能源 | 0.24% | +0.08% | +16.62% | |
| 50 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 0.24% | -0.11% | -15.93% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | GOOG | Alphabet Inc-cl C | +1% | +23.25% | 加仓 |
| 2 | VTI | Vanguard Total Stock Mkt ETF | +0.6% | +7.62% | 加仓 |
| 3 | AMD | Advanced Micro Devices | +0.4% | -28.89% | 减仓 |
| 4 | SSO | Proshares Ultra S&p500 | +0.4% | -3.41% | 减仓 |
| 5 | TSLA | Tesla Inc | +0.4% | +25.67% | 加仓 |
| 6 | NVDA | Nvidia CORP | +0.3% | +13.60% | 加仓 |
| 7 | MSFT | Microsoft CORP | +0.2% | +21.27% | 加仓 |
| 8 | INTC | Intel CORP | +0.2% | NEW | 新建仓 |
| 9 | GOOGL | Alphabet Inc-cl A | +0.2% | +11.13% | 加仓 |
| 10 | AMAT | Applied Materials Inc | +0.2% | +24.75% | 加仓 |
| 11 | AAPL | Apple Inc | +0.2% | +5.50% | 加仓 |
| 12 | MU | Micron Technology Inc | +0.2% | -4.15% | 减仓 |
| 13 | STX | Seagate Technology Holdings plc | +0.2% | NEW | 新建仓 |
| 14 | PANW | Palo Alto Networks Inc | +0.2% | NEW | 新建仓 |
| 15 | LRCX | Lam Research CORP | +0.1% | +1.24% | 加仓 |
| 16 | META | Meta Platforms Inc-class A | +0.1% | +21.56% | 加仓 |
| 17 | VEA | Vanguard Ftse Developed ETF | +0.1% | +8.28% | 加仓 |
| 18 | ISRG | Intuitive Surgical Inc | +0.1% | +67.08% | 加仓 |
| 19 | VOO | Vanguard S&p 500 ETF | +0.1% | NEW | 新建仓 |
| 20 | EWY | Ishares Msci South Korea ETF | +0.1% | NEW | 新建仓 |
| 21 | APH | Amphenol Corp-cl A | +0.1% | NEW | 新建仓 |
| 22 | ADBE | Adobe Inc | +0.1% | +61.95% | 加仓 |
| 23 | FLIN | Franklin Ftse India ETF | +0.1% | NEW | 新建仓 |
| 24 | ABT | Abbott Laboratories | +0.1% | NEW | 新建仓 |
| 25 | V | Visa Inc-class A Shares | +0.1% | NEW | 新建仓 |
| 26 | SCHF | Schwab Intl Equity ETF | +0.1% | NEW | 新建仓 |
| 27 | CAT | Caterpillar Inc | +0.1% | NEW | 新建仓 |
| 28 | MRVL | Marvell Technology Inc | +0.1% | -56.25% | 减仓 |
| 29 | IAGG | Ishares Intl Aggregate Bond | +0.1% | NEW | 新建仓 |
| 30 | AMZN | Amazon.com Inc | +0.1% | +3.61% | 加仓 |
| 31 | CDNS | Cadence Design Sys Inc | +0.1% | +31.38% | 加仓 |
| 32 | SNPS | Synopsys Inc | +0.1% | +70.71% | 加仓 |
| 33 | LSCC | Lattice Semiconductor CORP | +0.1% | +27.21% | 加仓 |
| 34 | GE | General Electric | +0.1% | NEW | 新建仓 |
| 35 | MS | Morgan Stanley | +0.1% | NEW | 新建仓 |
| 36 | ASML | ASML Holding N.V. | +0.1% | NEW | 新建仓 |
| 37 | XLC | Ss Comm Select Sector Spdr | +0.1% | +30.51% | 加仓 |
| 38 | VWO | Vanguard Ftse Emerging Marke | +0.1% | +8.91% | 加仓 |
| 39 | ITOT | Ishares Core S&p Total U.s. | +0.1% | +23.99% | 加仓 |
| 40 | XLK | Ss Technology Select Sector | +0.1% | +5.44% | 加仓 |
| 41 | QCOM | Qualcomm Inc | +0.1% | +18.80% | 加仓 |
| 42 | CRM | Salesforce Inc | +0.1% | +47.16% | 加仓 |
| 43 | BOTZ | Global X Robotics & Artifici | +0.1% | +11.44% | 加仓 |
| 44 | AVGO | Broadcom Inc | +0.1% | +6.25% | 加仓 |
| 45 | LLY | Eli Lilly & Co | +0.1% | +8.40% | 加仓 |
| 46 | SYM | Symbotic Inc | 0% | +47.77% | 加仓 |
| 47 | CSCO | Cisco Systems Inc | 0% | +3.67% | 加仓 |
| 48 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | +45.13% | 加仓 |
| 49 | TWLO | Twilio Inc - A | 0% | -25.81% | 减仓 |
| 50 | JPM | Jpmorgan Chase & Co | 0% | +21.09% | 加仓 |
根据 SEC 官方 Form 13F 申报备案，Arta Finance Wealth Management LLC 在 Q2 2026 季度的美股持仓总市值约为 US$2.1亿，共申报了 105 个公开持股仓位。
在 Q2 2026 季度，Arta Finance Wealth Management LLC 按市值排列的前三大核心持股分别为：VTI (8.0%)、BIL (6.7%)、USFR (6.3%)。其中最大持股仓位 VTI 占据整体投资组合约 8.0% 的权重。
在 Q2 2026 季度中，Arta Finance Wealth Management LLC 共进行了 110 项持仓异动，包含新建仓 15 个仓位、加仓 63 个仓位、减仓 27 个仓位以及清仓 5 个仓位。 其中最大新建仓标的为 INTC。 本季清仓仓位包含 NFLX。
本页面所有持股数据均直接同步自美国证券交易委员会（SEC）EDGAR 官方系统之 13F-HR / 13F-HR/A 季度申报文件。AlphaSMO 通过机器解析 CUSIP 与个股对照，提供 100% 精准对齐的历史时序数据集，并支持 Schema.org 结构化数据格式。
精选 AlphaSMO 大户持股与内部人交易深度分析，提升投资决策胜率
完整解读 Form 13F 申报规范、1 亿美元门槛与 45 天延迟申报机制，学会如何追踪顶级对冲基金与机构法人持仓动向。
深入剖析 5% 股权申报门槛、13D 与 13G 之差异，以及最新 SEC 申报时程规范，洞察机构法人的激进投资动向。